Automation

Workflow Automation

Reporting, lead routing, and alerts in Zapier, n8n, or Google Apps Script.

Workflow: Contact form → CRM & Slack
3Workflows
5Integrations
All liveStatus
Form Submit Contact page Firing
CRM: New deal HubSpot Firing
Slack notify #leads Firing
Weekly KPI report Looker Studio Scheduled
Built in Zapier n8n Google Apps Script

Our workflow process

01
DiscoveryList manual tasks, tools in use, and what to build first.
02
DesignTriggers, field mapping, failure alerts, and UTM fields for the CRM.
03
Build & QABuild in Zapier, n8n, or Google Apps Script and test every step before launch.
04
HandoffDocumentation, walkthrough, and optional ongoing support.

What's included

Manual task & tool inventory
Workflow design & field mapping
Workflow build, QA & documentation
Lead routing & CRM sync
Scheduled reporting & alerts
Error alerts when a step fails
UTM and source fields in CRM
Optional ongoing support

Reports get rebuilt from exports every Monday. Form leads sit in Gmail. Conversion drops go unnoticed until someone checks GA4. We set up Zapier, n8n, or Google Apps Script to handle that work.

Each workflow is tested before handover. UTMs and source fields are written to your CRM so you know which campaign sent the lead.

Who this is for

  • Marketing teams exporting GA4 or Looker data into decks each week.
  • Small businesses that need contact forms linked to CRM and Slack.
  • E-commerce and SaaS teams needing order alerts or list updates without daily manual work.
  • Anyone with GA4 or GTM live who still moves leads and reports by hand.

Pricing

Fixed price after a free discovery call. No hourly surprises, just a clear scope and deliverable list. Get in touch to discuss your project.

Ready to get started?

Book a free discovery call. We'll review your current setup and give you a clear roadmap.

Get in touch →